Accessing the Cancellation Reasons Screen
Cancellation Reasons can be managed in your company settings by navigating to Settings -> Estimate Lists -> Cancellation Reasons.
Managing the Cancellation List
Several actions can be performed on the cancellation list.
Add Row: Clicking add row will show a slide-out that will allow you to add an item to the list.
Edit: Clicking the three dots menu at the end of a row will allow you to edit the name of an existing item
Delete: Clicking the three dots menu at the end of a row will also allow you to delete the entry entirely.
Re-Order Items: By clicking and holding the pointer on the reorder icon (just to the left of each entry) you can drag each item and re-order the list.
